MO-211 study materials
MO-211 study resources

MO-211 cheat sheet

MO-211 · Keep the key ideas within reach.

Quick reference

Manage Workbook Options and Settings

  • Calculation modes are Automatic, Automatic Except for Data Tables, and Manual; Manual recalculates only on F9 (all open workbooks) or Shift+F9 (active sheet).

  • Iterative calculation is enabled at File > Options > Formulas and resolves circular references by limiting maximum iterations (default 100) and maximum change (default 0.001).

  • Mark as Final (File > Info > Protect Workbook) sets the file to read-only and adds a status message; it does not encrypt the workbook or set a password.

  • Protect Workbook restricts workbook structure (insert, delete, rename, move, hide, unhide sheets) and windows; Protect Sheet restricts cell editing and can allow specific actions.

  • Macro security is set in Trust Center > Macro Settings; the default 'Disable all macros with notification' blocks macros and shows a security warning bar.

  • Compatibility Checker (File > Info > Check for Issues > Check Compatibility) lists features unsupported in Excel 2007–2013 before saving.

  • Custom document properties are created in Advanced Properties > Custom; checking 'Link to content' binds the property to a named range.

  • AutoRecover save interval is set in File > Options > Save (default 10 minutes); AutoRecover does not replace saving the workbook.

Quick reference

Manage and Format Data

  • Conditional formatting rules are evaluated top-to-bottom by priority; selecting Stop If True prevents lower rules from applying when the rule is true.

  • Data validation error alert styles are Stop (blocks entry), Warning (allows override), and Information (message only); input messages appear when the cell is selected.

  • Remove Duplicates keeps the first occurrence of each combination of selected columns and permanently deletes the remaining rows.

  • Advanced Filter criteria: conditions in the same row are joined with AND; conditions in different rows are joined with OR.

  • Custom number format sections follow positive;negative;zero;text, separated by semicolons; with two sections, the first applies to positive and zero and the second to negative.

  • Flash Fill (Ctrl+E) completes a column by detecting a pattern from adjacent columns; it runs without formulas and does not update automatically when source data changes.

  • Text to Columns splits one column into multiple columns using Delimited (comma, tab, semicolon, space, other) or Fixed Width boundaries.

  • The Subtotal command requires sorted data; 'Each change in' creates a group, and subtotals can use SUM, COUNT, AVERAGE, and other functions.

Quick reference

Create Advanced Formulas

  • XLOOKUP syntax: =XLOOKUP(lookup_value, lookup_array, return_array, [if_not_found], [match_mode], [search_mode]); match_mode 0 exact, -1 exact or next smaller, 1 exact or next larger, 2 wildcard.

  • INDEX/MATCH: =INDEX(return_range, MATCH(lookup_value, lookup_range, 0)) performs a left-or-right lookup independent of column order.

  • SUMIFS, COUNTIFS, and AVERAGEIFS accept criteria as text with operators and wildcards, e.g. '>=100', 'A*', and '~*' for a literal asterisk.

  • Dynamic array formulas spill into adjacent cells; the spilled range operator # (e.g., A1#) references the entire spill range, and @ forces implicit intersection.

  • LET assigns names to intermediate results: =LET(name1, value1, name2, value2, calculation); names must start with a letter and cannot conflict with range syntax.

  • LAMBDA builds a reusable function: =LAMBDA(param1, param2, calculation); name it in Name Manager to call it like a built-in function.

  • IFERROR returns a fallback for any error value; IFNA returns a fallback only for #N/A and lets other errors surface.

  • Array constants use commas to separate columns and semicolons to separate rows, e.g., {1,2;3,4} is a 2x2 array.

  • OFFSET and INDIRECT are volatile functions; they recalculate on every worksheet change.

Quick reference

Create Advanced Charts and Tables

  • PivotTable Values area aggregates fields: numeric fields default to SUM, text fields to COUNT; Show Values As enables % of total, running total, and difference from previous.

  • A calculated field adds a new data field using a formula of existing fields; a calculated item adds a new category within one row or column field.

  • Slicers and Timelines filter PivotTables; a slicer can be connected to multiple PivotTables via Report Connections.

  • A PivotChart is linked to its PivotTable; filtering or sorting one changes the other.

  • Combo charts plot series on a secondary axis when value scales differ; set the series chart type and Secondary Axis in Format Data Series.

  • Trendline types: linear, exponential, logarithmic, polynomial, power, and moving average; moving average requires a period and does not forecast.

  • Sparklines are Line, Column, or Win/Loss mini charts stored in a single cell; they reference a data range and can mark high/low points.

  • Chart templates (.crtx) save chart formatting and are applied through Change Chart Type > Templates.

  • Tables use structured references such as Table1[Sales]; calculated columns fill automatically when a formula is entered in one cell.